Succession, Capital Taxes & Estate Planning
Safeguarding family wealth.
Structured Capital Gains Tax (CGT) and Capital Acquisitions Tax (CAT) planning for smooth asset transfers
Passing assets, business operations, or agricultural land to the next generation requires careful tax planning. Without structured guidance, capital taxes can significantly erode family wealth during asset transfers.
Hoare Chartered Accountants provides strategic advisory on Capital Acquisitions Tax (CAT/Inheritance), Capital Gains Tax (CGT), and estate planning for family enterprises, property owners, and farming families.
Succession & Estate Advisory Services
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Family Business Succession: Structuring the smooth transfer of company ownership while utilising statutory reliefs like Retirement Relief and Business Property Relief.
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Generational Farm Transfers: Specialised agri-taxation planning, leveraging Agricultural Relief and stock relief to protect family farm transfers.
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Capital Acquisitions Tax (CAT) Planning: Structuring gifts, inheritances, and trust arrangements to optimize group tax thresholds.
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Capital Gains Tax (CGT) Mitigation: Calculating CGT liabilities on property or business sales, identifying applicable reliefs, and preparing filings.
Why Work With Hoare Chartered Accountants
Generational Continuity: Over 35 years of trusted experience supporting Galway families through asset transitions.
Maximized Reliefs: Full application of statutory reliefs including Agricultural, Business Property, and Retirement Reliefs.
Personal Partner Support: Direct access to senior partners who respect family dynamics and long-term financial security.
Family Business Succession: Structuring the smooth transfer of company ownership while utilising statutory reliefs like Retirement Relief and Business Property Relief.
Generational Farm Transfers: Specialised agri-taxation planning, leveraging Agricultural Relief and stock relief to protect family farm transfers.
Capital Acquisitions Tax (CAT) Planning: Structuring gifts, inheritances, and trust arrangements to optimize group tax thresholds.
Capital Gains Tax (CGT) Mitigation: Calculating CGT liabilities on property or business sales, identifying applicable reliefs, and preparing filings.
Generational Continuity: Over 35 years of trusted experience supporting Galway families through asset transitions.
Maximized Reliefs: Full application of statutory reliefs including Agricultural, Business Property, and Retirement Reliefs.
Personal Partner Support: Direct access to senior partners who respect family dynamics and long-term financial security.
